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Mass-uploading Attachments to Salesforce.com

September 22, 2023

XL-Connector lets you upload multiple Attachments and other documents directly from an Excel spreadsheet by specifying a path to the file to be uploaded in the Body column.

Overall, a path to a file can be specified in any column that is mapped to a base64 type field in Salesforce.
Let’s take a simple example of uploading a couple of files as Attachments:

  1. Create a spreadsheet specifying the paths to files to be uploaded in the Body column as follows:
  2. Select cells in the two rows and click Insert in the XL-Connector ribbon tab.
  3. Select the Attachment object and click OK.
  4. In the Mappings dialog box, map the fields as follows:
— JAN 03, 2017 —
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